Neil etheridge

Savills Vietnam managing director Neil MacGregor The pandemic could still bring positive prospects. Is it a strong time for investors to jump in the Vietnam real estate market through mergers and acquisitions (M&A)? The fundamentals of the Vietnam real estate market remain strong and many international investors still have considerable “dry powder” ready to invest when liquidity returns. However, risk appetite will change and so must pricing expectations to accommodate this. There have been a limited number of M&A transactions driven by foreign capital in recent years; however for local developers seeking an injection of capital, opportunities abound. Savills are actively working with multiple local real estate groups to restructure their portfolios, strengthening their access to capital and assisting with refinancing. Once sellers adjust their pricing expectations to reasonably reflect the broader impacts of the crisis, capital from foreign investors will … [Read more...] about Positive signals for resurgent Vietnamese real estate

Back at the White House, economic adviser Larry Kudlow last month said one particular policy that might lure US companies to move back from Asia could be immediate expensing, involving the immediate deduction of the full cost of a long-term investment in the year it is made. “There are a lot of things we can do,” Kudlow told Fox Business News. “I would say 100 per cent immediate expensing across the board in terms of plants, equipment, intellectual property structures, and renovations. If we had this, we would literally pay the moving costs of American companies from China back to the US.” … [Read more...] about Reality check for US in trade tug of war